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Peoples Financial Services

49 hedge funds and large institutions have $82.1M invested in Peoples Financial Services in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $75.5M → $82.1M (+$6.58M)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1
Peoples Financial Services Corp
Pennsylvania
$17.7M -$222K -4,550 -1%
BFA
2
BlackRock Fund Advisors
California
$10.3M +$1.32M +27,080 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.57M +$70.4K +1,446 +0.8%
State Street
4
State Street
Massachusetts
$4.41M +$105K +2,161 +2%
Franklin Resources
5
Franklin Resources
California
$4.35M
JP Morgan Chase
6
JP Morgan Chase
New York
$4.14M -$1.51M -30,925 -27%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.73M +$1.07K +22 +0%
BIT
8
BlackRock Institutional Trust
California
$3.62M -$64.7K -1,328 -2%
Northern Trust
9
Northern Trust
Illinois
$3.57M -$200K -4,101 -5%
EA
10
Emerald Advisers
Pennsylvania
$3.43M -$248K -5,099 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.35M +$408K +8,376 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.22M +$20.8K +428 +1%
TCIM
13
TIAA CREF Investment Management
New York
$1.62M +$6.38K +131 +0.4%
NFA
14
Nationwide Fund Advisors
Ohio
$1.3M -$279K -5,737 -18%
BIM
15
BlackRock Investment Management
Delaware
$1.22M -$5.6K -115 -0.5%
Charles Schwab
16
Charles Schwab
California
$902K +$23.8K +488 +3%
BAM
17
Berkshire Asset Management
Pennsylvania
$815K
RAM
18
Riggs Asset Management
Pennsylvania
$751K
AI
19
Analytic Investors
California
$748K +$78.1K +1,604 +12%
CNC
20
Citizens & Northern Corp
Pennsylvania
$723K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$697K +$2.92K +60 +0.4%
TA
22
Teachers Advisors
New York
$527K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$494K
BBHC
24
Brown Brothers Harriman & Co
New York
$422K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$420K +$43.8K +900 +12%

PFIS Hedge Fund Activity: Q4 2014 in Review

49 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2014, worth a combined $82.1M — up 8.7% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.32M. The largest seller was JP Morgan Chase, cutting an estimated $1.51M.

  • 49 institutional investors held Peoples Financial Services (PFIS) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $82.1M of Peoples Financial Services stock for Q4 2014, up 8.7% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q4 2014 and 4 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.32M added.
  • The largest Peoples Financial Services seller in Q4 2014 was JP Morgan Chase, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2014.